Brett Lofton, CFA

Brett serves as Senior Strategist for FHN Financial Portfolio Strategies. Brett has extensive financial institution asset/liability management, investment portfolio strategy, and fixed income analytical experience. He has worked as a depository consultant and advisor for over twenty years. His financial institution experience includes running ALM models for client institutions, developing balance sheet strategies, developing investment portfolio strategies, developing and modeling wholesale growth strategies, developing ALCO policies and procedures, implementing ALM models, and presenting to the board of directors and ALCO committees. Brett also served as a senior portfolio manager for FHN Financial Portfolio Advisors. Brett holds a Bachelor of Business Administration degree and a Master of Business Administration degree from the University of Memphis. He also holds the Chartered Financial Analyst (CFA) designation and holds the following licenses: Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), and Series 24 (General Securities Principal).